Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Why Isn't Your Firm Growing? The Hard Truth Is Right in Front of You
By Angie HerbersYour P&L statement can be an unflinchingly honest mirror, if you're willing to look.
April 25, 2023
Wealthtender Adds Testimonial Marketing EvangelistAdvisors are still not clear on how to comply with the new SEC Marketing Rule, Diana Cabrices says.
April 25, 2023
Why Liz Ann Sonders Shuns Stock Market ForecastsSetting year-end S&P targets is the "dumbest exercise" on Wall Street, the Schwab strategist tells ThinkAdvisor.
April 24, 2023
Merrill COO Steps DownNews that Kirstin Hill is retiring comes several months after she let the firm know of her plans to depart.
April 17, 2023
For This HNW Firm, It's Crunch Time for Estate PlanningLooming estate tax changes are creating both tight deadlines and vast uncertainty, advisor Nicole Asher says.
April 14, 2023
How LPL Is Giving Advisors the 'Muscle' to Grow: Executive"Advisors who use one of our services are growing on average 28% faster than peers," Aneri Jambusaria says.
April 04, 2023
CFP Board Rolls Out Scholarship to Support Next-Gen WomenCFP Board says women made up almost 30% of new CFP professionals last year but adds there's "still much work to be done."
March 31, 2023
3 Big Shifts That Transformed Social Security Benefits for WomenWomen in their 60s and 70s today had to overcome many obstacles to earn adequate Social Security benefits.